Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.611 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49200.41 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45137.12 Kr¶
PnL: ---------------------------------------> 81.12 Kr¶
DD now: ---------------------------------> -7.379 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 16:26:41.953916'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.130000 | 1669.860000 | 200.860000 | 13.670000 | 1468.999998 |
| Orrön Energy | 180 | -1.590000 | 2167.200000 | 124.200000 | 6.080000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.200000 | 993.000000 | 58.000000 | 6.200000 | 935.000000 |
| Hoist Finance | 35 | 1.380000 | 1030.750000 | 50.750000 | 5.180000 | 980.000000 |
| Sagax B | 4 | 0.760000 | 904.000000 | 50.000000 | 5.850000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -1.100000 | 829.600000 | 37.600000 | 4.750000 | 792.000000 |
| Hexatronic Group | 12 | 0.050000 | 1002.240000 | 35.240000 | 3.640000 | 966.999996 |
| JM | 6 | -1.000000 | 893.400000 | 29.400000 | 3.400000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.180000 | 987.600000 | 26.600000 | 2.770000 | 960.999996 |
| OX2 | 13 | 1.500000 | 969.150000 | 19.150000 | 2.020000 | 949.999999 |
| Bilia A | 8 | -0.440000 | 912.000000 | 12.000000 | 1.330000 | 900.000000 |
| Biotage | 7 | -0.510000 | 952.700000 | 11.700000 | 1.240000 | 940.999997 |
| HEXPOL B | 9 | 0.000000 | 1027.800000 | 6.800000 | 0.670000 | 1020.999996 |
| Gränges | 9 | -0.960000 | 933.300000 | 5.300000 | 0.570000 | 927.999999 |
| BioGaia B | 8 | -1.770000 | 933.600000 | 3.600000 | 0.390000 | 930.000000 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| Sedana Medical | 93 | -5.240000 | 2522.160000 | 1.160000 | 0.050000 | 2521.000011 |
| AcadeMedia | 8 | -1.650000 | 399.680000 | -2.320000 | -0.580000 | 402.000000 |
| Clas Ohlson B | 12 | -2.010000 | 964.200000 | -8.800000 | -0.900000 | 972.999996 |
| Byggmax Group | 33 | -2.710000 | 947.100000 | -8.900000 | -0.930000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.500000 | 768.000000 | -11.000000 | -1.410000 | 779.000001 |
| EQT | 4 | -2.100000 | 818.800000 | -13.200000 | -1.590000 | 832.000000 |
| Addnode Group B | 11 | 0.300000 | 904.750000 | -16.250000 | -1.760000 | 921.000003 |
| Alimak Group | 11 | -0.960000 | 909.700000 | -18.300000 | -1.970000 | 927.999996 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| INVISIO | 16 | 1.110000 | 3656.000000 | -33.000000 | -0.890000 | 3689.000000 |
| SKF B | 5 | -1.390000 | 905.500000 | -34.500000 | -3.670000 | 940.000000 |
| Indutrade | 5 | -1.010000 | 1178.000000 | -40.000000 | -3.280000 | 1218.000000 |
| Latour B | 4 | -0.150000 | 814.800000 | -42.200000 | -4.920000 | 857.000000 |
| Vitec Software Group B | 2 | -2.460000 | 1033.000000 | -54.000000 | -4.970000 | 1087.000000 |
| Bufab | 3 | -0.690000 | 1043.400000 | -65.600000 | -5.920000 | 1109.000001 |
| BHG Group | 97 | -1.900000 | 1355.090000 | -103.910000 | -7.120000 | 1458.999989 |
| Hexagon B | 26 | -3.100000 | 3326.700000 | -134.300000 | -3.880000 | 3461.000010 |
| TOTAL | 45137.120000 | 81.120000 | -7.37936% | 45056.000411 |
Updated:¶
'2023-07-05 16:26:59.465492'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
